Client Defined Fields

From this View, the Administrator can define custom data fields that are pushed to the Dashboard from (Excel) Quote Files at the Desktop.  Custom data can be pushed to the following entities:

• Opportunity entity.  Custom TEXT (only) data can be pushed to the Opportunity entity when the Opportunity is created when the Quote File is first saved (in Excel) at the Desktop.
• Quote entity.  Custom TEXT or NUMERIC data can be pushed to the Quote entity every time a Quote File is saved (in Excel) at the Desktop.  The numeric data will also be “rolled up” and totaled into the Opportunity entity, and shown in the Opportunities View.

Add a Client Defined Field

1. In Admin >> Client-Defined Fields go to the Actions menu and choose Add Field.
2. In the Entity field select either Opportunity or Quote.
3. In the Client Defined Field column, select the “internal” hard coded field name from the pulldown.
   • If the name contains “Text” within it, then it’s a text field.
   • If the name contains “Total” within it, then it’s a numeric field. For the Quote entity, there are 5 text and 10 numeric fields from which to choose.  For the Opportunity entity, there are 5 text fields from which to choose.
4. In the SDA Range Name, enter the name of the Excel range in the SDA Quote file from which the data should be pulled.
5. In the Column Header field, enter the text that should be displayed as the column header label in the Quote or Opportunity View, as appropriate.
6. From the Format pull down select TEXT, NUMERIC, or CURRENCY($)
7. Click the Save button

Edit a Client Defined Field

The administrator can double-click on any of the fields in the Client Defined Fields View to edit them.

Delete a Client Defined Field

1. Admin >> Client-Defined Fields check the box(es) in front of the Client Defined Field(s) to be deleted
2. Click the DELETE button
3. Click the OK button when the confirmation window displays

Go back to Admin Guide for SDA Dashboard

Go to SDA Dashboard Admin Definitions